Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

In this solo episode, Alyssa Lang covers her key strategies for approaching major seasons and process completions to make improvements through her six step process.In this episode you’ll hear:What steps to take to make improvements after core processes and seasons in the businessHow to approach clients and team for feedbackHow to know what to focus on when it comes to improving and changing processesThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang interviews Sydney Chase, Founder of 22 Marketing Co. and also that social media management company we use here at Workflow Queen and Magnetic Bookkeeping & Consulting. They dive deep into all things social media from how to be consistent, easily make content without draining yourself, investing in a social media manager and so much more.In this episode you’ll hear:How to be consistent on socials and how to let go of the pressures that come withHow to choose what social media platform you should be on to attract your dream clientsWhat metrics to track to know your social media is performingAbout our guest:22 Marketing Co., led by CEO and founder Sydney Chase, is a dynamic social media marketing agency dedicated to helping creative and passionate female entrepreneurs increase their impact on social media. The company prides itself on being the go-to "social media BFFs," offering services that include social media management, consulting, coaching, and content creation.Sydney, a social media marketing expert, emphasizes authentic and personalized marketing that focuses on real connections rather than just numbers. With a vision of making social media a fun, easy, and simple way to build a community of online friends, 22 Marketing Co. is committed to helping businesses flourish in the digital world while ensuring a fulfilling life outside of work and prioritizing mental well-being.Connect with Sydney Chase:Connect via Email: hello@22marketingco.com Follow on Instagram: https://www.instagram.com/22marketingco_/ Follow on Facebook: https://www.facebook.com/22marketingco/Resources mentioned in this episode:💻 Shop 22 Marketing Co. eBooks and freebies hereThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang covers the essential elements of creating a scalable business model for your bookkeeping firm from standardizing processes, building the right team and implementing strategic growth strategies.In this episode you’ll hear:How to standard your processes and systems to make things more efficientHow to build a hig-performing team by cultivating a powerful company cultureHow to implement growth strategies that will take your business to the next levelResources mentioned in this episode:⚙️ Loom⚙️ Scribe How⚙️ Asana💻 Kickoff with Asana for Bookkeepers & Accountants💻 Workflows in a Weekend for Bookkeepers & Accountants💻 Breakthrough for Bookkeepers & Accountants⚙️ Zapier💻 The Motherload of Email & Form Swipe File⚙️ Bookkeeper LaunchThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang interviews Renee Dick, Founder of Fresh Life Approach, about how to create an energetic strategy that aligns with your business and your life. They deep dive into Human Design, Gene Keys and how to translate the information to serve you in all areas of life.In this episode you’ll hear:Difference between your energetic strategy and a business strategy and how they can compliment each otherHow to align your energy with your marketingHow to understand how your team operates through their human designWhat human design, gene keys and your energy have to do with businessAbout our guest:I’m Renee, your new BFF, and personal empowerment guide. I help women entrepreneurs finally get the heck out of their own way and break through their limiting beliefs so they can show up in their business like never before. I also pair energetic, easy-peasy spiritual tools and practices without all the fluff and overwhelm.Connect with Renee Dick:Check out her website: www.freshlifemarketing.com/programs Listen to her podcast: https://podcasts.apple.com/us/podcast/woo-woo-wednesday/id1531176798 Follow her on Instagram: @freshlifeapproachResources mentioned in this episode:📚 The Big Leap by Gay Hendricks📚 The Gene Keys by Richard Rudd📊 Get your FREE Human DesignRenee’s Programs & Resrouces:💻 Fresh Life Group Coaching (Group Coaching)💻 The Rebel Coaching (1:1 Coaching)Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang interviews Lori De Witt, Owner of DWP Consulting, Inc., a Canada bookkeeping and accounting firm. They discuss topics from setting the vision of the company, communicating it with her team, establishing values and identifying core bottlenecks with her team.In this episode you’ll hear:How to be unique in the ways you offer different opportunities to your teamWhy it’s important to get support from others in the industry who get what you’re going throughHow to determine what your core bottleneck is based off your business needsHow to set the vision, culture and values for your team and get them aligned with the direction of the companyAbout our guest:Lori De Witt established and owns DWP Consulting Inc., based in Calgary, Alberta. While working at a public practice accounting firm, she saw the need for good bookkeepers, so the vision of starting her own business was born.Lori is passionate about understanding what makes her clients effective and building financial structures and processes to make their businesses all they can be. She customizes her services to each client's needs, from basic record keeping to CFO/Controller services. She is developing a fantastic team that shares this passion.Lori has a Bachelor of Management degree from Athabasca University and has lived and worked in several Canadian provinces and internationally. In addition to growing into her role as a successful business owner, Lori is happily married and has two teenage children and a dog named Millie.Connect with Lori De Witt:Connect via email: Lori@dwpbooks.caCheck out her website: https://www.dwpbooks.com/Resources mentioned in this episode:💻 Join our 5 Day Free Workflows Made Simple Challenge waitlist💻 Kickoff with Asana for Bookkeepers & Accountants💻 Breakthrough for Bookkeepers & Accountants☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm📊 Check out Gallup’s Strengths Finder results⚙️ SlackThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang interviews Holly Skog, Owner and Founder of Happy Books Solutions, to talk about Holly’s journey through joining and implementing Breakthrough to help her prepare for maternity leave and give her team the time to shine.In this episode you’ll hear:What Holly implemented through Breakthrough to create massive wins and shifts in her firmHow Holly maintains her sanity and peach by building a balanced businessImpact of creating an internal training program for her teamHow she plans to take 30 days off, unplugged, for maternity leave and 3 months of zero client facing activitiesWhat KPIs she has in place to bonus her team based on performance and executionAbout our guest:Holly Skog is the owner of Happy Books Solutions, a bookkeeping and fractional CFO firm which helps interior designers navigate the finance side of their business. She's an extroverted numbers nerd who loves bringing personality and approachability to the finance world (a world we all know could use a bit of an image refresh!).Connect with Holly Skog:Check out her website: https://happybookssolutions.com/Follow her on Instagram: @happy.books.solutionsSend her an email: holly@happybookssolutions.comResources mentioned in this episode:⚙️ Notion💻 Breakthrough for Bookkeepers & Accountants☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firmThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang covers The POWER to Breakthrough FREE Bootcamp for Bookkeepers & Accountants who want to scale bigger, hire better and break through to the next level.In this episode you’ll hear:What The POWER to Breakthrough Bootcamp is all aboutWhat you can expect to learn in the FREE bootcampWho the FREE bootcamp is for and what stage in business you need to be inHow to sign up and participate in the FREE POWER to Breakthrough BootcampResources mentioned in this episode:💻 The POWER to Breakthrough BootcampBootcamp Details:Sign up for the bootcamp: workflowqueen.com/bootcampBootcamp dates: March 4th - March 8thWhat you’ll learn:How to create a Powerful Mindset to step into your CEO roleHow to create Optimized Offers that can afford your dream team and hit your goalsHow to identify your core bottleneck through building your World Class SystemsHow to create an Empowered Company Culture and get your team to produce like you would through adding layers of quality controlHow to become a Removable CEO so you can focus on what you love doingThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang covers key strategies and techniques for creating financial success in your bookkeeping and accounting firm. She breaks down how to analyze and increase your client profitability and optimizing your financials to reflect useful data to help you make key decisions.In this episode you’ll hear:How to calculate profitability per clientWhat journal entries to have in place on the books to help calculate profitability per clientHow to increase your profitability per client by price increasesWhy you should be more efficient in your business to raise your profit marginResources mentioned in this episode:⚙️ QuickBooks Online for Accountants⚙️ Clockify⚙️ Asana💻 Melissa Honan’s ‘How to Increase Client Prices’ mini program⚙️ RightTool (use code WORKFLOWQUEEN for $10 off per month for 14 months)💻 Breakthrough for Bookkeepers & Accountants☎️ Book a FREE 15 minute consult call to chat about what programs & resources are right for you💻 Kickoff with Asana for Bookkeepers & AccountantsThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang covers how to build your ideal team for your bookkeeping and accounting firm through identifying your hires, creating the job description, interviewing candidates and extending the offer.In this episode you’ll hear:How to leverage time tracking to identify future hiresHow to get support when paying team members and staying HR compliantWhat key features a job description should have to attract your ideal team memberStep-by-step process to interviewing and extending the offer to new team membersResources mentioned in this episode:💻 Breakthrough for Bookkeepers & Accountants⚙️ Clockify👥 Why HR⚙️ Gusto📚 Make ‘Em Beg to Work for You by Angela E. Lauria💻 Bookkeeper Launch☎️ Book a 15 minute consult call to chat about BreakthroughThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com

In this solo episode, Alyssa Lang covers the power of automating your systems and processes to better serve your bookkeeping and accounting clients. She covers different apps and softwares to use to help automation things in your business and the key tools Alyssa uses to streamline her processes.In this episode you’ll hear:How automation of your workflows and systems can support your businessWhat 3rd party software she recommends to uplevel your automationWhy process mapping is a key component to being more efficientResources mentioned in this episode:⚙️ Zapier🎓 Zapier University⚙️ Anchor⚙️ Miro💻 Breakthrough for Bookkeepers & Accountants☎️ Book a 15 minute consult call to discuss our programs💌 Subscribe to our email listThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com